Alex Wolfe, CFP®

Alex Wolfe, CFP®

Head of Financial Planning

"Financial Freedom starts with having a financial plan. Start planting trees today to provide shade tomorrow."

Biography

Alex is a Certified Financial Planner®. He brings nearly a decade of experience working with individuals, families, and business owners. Prior to working for Base Wealth Management, Alex worked for Fidelity Investments and an independent wealth management firm in Venice, FL. Through many years of practice, he specializes in helping clients navigate their financial goals through comprehensive financial planning. He received his bachelor’s degree in economics from Texas A&M University.

Alex is originally from Gillette, WY. He and his wife Madison moved to Florida in 2020 from Dallas, TX. They are avid animal lovers and have five of their own. On weekends, they enjoy exploring Florida and finding local coffee roasters and shops in search of the best coffee in Florida.

Education

– Texas A&M University, Bachelor’s Degree in Economics

WHAT Alex LIKES TO HELP WITH

Budgeting

Learn practical budgeting techniques with Alex to help you build financial stability and set a solid foundation for wealth growth.

Goal Setting

Collaborate with Alex to turn your financial dreams into clear, achievable goals that match your personal aspirations.

Financial Planning

Work closely with Alex to develop a comprehensive financial plan tailored to your unique needs to help ensure a bright retirement.

Podcasts Featuring Alex

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2022 Tax Document Information

As a Base Wealth Management client, you should receive your paper tax documents via mail in the coming weeks. Or, if you previously had an online account with Pershing’s NetX360, you should be able to access your 2022 tax documents through that portal. 

If not, or if you experience any issues, please reach out to Tim O’Brien (tim.obrien@intervestintl.com).

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